Retirement Plan Peer Review & Technical Specialist

Join Our Client’s Team as a Retirement Plan Peer Review & Technical Specialist

Are you passionate about retirement plan compliance and ready to make a meaningful impact? We’re seeking a knowledgeable and detail-oriented professional to join this company’s ERISA team as a Retirement Plan Peer Review and Technical Specialist. In this role, you’ll collaborate with Plan Administrators and other team members to ensure clients’ retirement plans are accurate, compliant, and aligned with their design.

• Review plan valuations and administrative projects for accuracy and compliance with ERISA regulations and plan design.
• Provide expert consulting and research on ERISA compliance matters for internal teams and clients.
• Support the maintenance and review of plan documents, including amendments, restatements, and start-up plans.
• Respond to technical questions and provide guidance through our Quality Assurance inbox.
• Partner with Plan Administrators, Relationship Managers, and other departments to deliver training and ensure best practices.
• Stay updated on legislative changes and help implement necessary compliance procedures.

Be part of a supportive and knowledgeable team that values integrity, collaboration, and continuous learning. We offer a dynamic work environment where your expertise is appreciated, and your contributions help shape the future of clients’ retirement plans.

$75,000 - $85,000 plus annual bonus

Interested candidates should send their resume to:

• 5–7 or more years of experience in retirement plan administration or compliance review.
• Strong working knowledge of ERISA, DOL regulations, and plan types including 401(k), 403(b), 457, Cash Balance, Profit Sharing, and Money Purchase Plans.
• Proven ability to work independently with a proactive mindset and a sense of urgency.
• Excellent analytical, organizational, and communication skills.
• A collaborative team player who thrives in a fast-paced environment and can manage multiple priorities.
• Proficiency in Microsoft Office (Excel, Word, Outlook).

• Experience with Pension Pal or similar CRM systems.
• Familiarity with FT Williams software (Form 5500, plan documents, compliance modules).
• Bachelor’s degree in Business or a related field.

Seniority level:
Associate

Employment type:

Full-time

Job function:
Finance

Location:

Remote (U.S.)

Benefits include medical insurance, 401(k), and vision insurance.